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Building 2HEADLAND CAPITAL

Map pinMT. PLEASANT, SC
Phone843-388-4300
NotebookSEC #801-130923
Total AUM
$559.3M
Employees
19
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 WEST COLEMAN BLVD.
SUITE 204
MT. PLEASANT
SC 29464
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
843-388-4300
Other Offices
4

ReceiptFinancials

Total AUM
$559.3M
Accounts
2,281
Discretionary
$481.8M
Accounts
1,839
Non-Discretionary
$77.5M
Accounts
442

ContactClients

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Individual Clients
521
AUM
$198.2M
HNW Individual Clients
116
AUM
$323.1M
Charitable Organization Clients
10
AUM
$10.5M
Corporation or Business Clients
9
AUM
$27.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKYLANCNYOHSCTXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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